Help Centre/Workflows/Start a self service workflow

Getting Started

Getting started Create a workflow Create a position Invite an employee

Dashboard

How to guides

Pre hire registration Migrate employees from one Xero org to another Extra tax withholding requests Leave applications Annual leave in advance agreements Cash out annual leave

Workflows

Create a workflow Workflow steps Copy a workflow Re-assign a workflow Create a self service workflow Start a self service workflow Send a reminder for a workflow Completion notifications Flow history

Workflow templates

Client identity verification

Tasks

Adding tasks Copying tasks Task types Set custom field task Skipping tasks

E-Sign

E-sign basics Creating an e-sign template Adding fields to a template Field validation Ordered signing Adding an e-sign template to a workflow Sending a one-off document for signature Signing a document Tracking e-sign documents Updating an e-sign template

Positions

Create a position Assign a user to a position Schedule workflows for a position

Custom Fields

Custom fields basics Creating and using a custom field

Reminders

Creating a reminder

Automations

Document rules

Entry Points

Entry points Approving access requests

Users

User basics Invite a member Invite a supervisor Invite an admin Filtering users and saved filters Export users User notes Message a user User notifications Reset user MFA Archive a user Change a user's role Invite a member by QR code

Certifications

Certification basics Adding certifications Assigning certifications to positions Assigning certifications to an employee Approving certifications Requesting certification updates from an employee Configuring expiry notifications

Videos

Add a video

Businesses

Add a business Switch between businesses Leave a business Archive a business Remind users

Logging In

Employee login Magic link expired

Superannuation

Setting up super stapling Troubleshooting an unsuccessful ATO connection

Xero Integration

Connecting to Xero Syncing employees to Xero Importing employees from Xero Disconnecting from Xero Refreshing a Xero connection Frequently asked questions

Deputy Integration

Connecting to Deputy Syncing employees to Deputy Adding a Deputy task to a workflow Disconnecting from Deputy Frequently asked questions

Visa Checks

Visa check basics Adding a visa details task to a workflow Completing a visa check Reviewing visa check history

Billing

Adding a subscription Linking a business to a subscription Invoices Cancelling a subscription

FAQs

Data and Security PDF Upload Errors

Help Centre